Stronghold Wealth Management L.L.C.: 13F holdings
CIK 21072572026Q2
| Positions | 131 |
|---|---|
| Reported value | $74.7m |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STREET SPDR S&P 500 ETF | 11,561 | $8.6m | 11.6% |
| AGG ISHARES CORE U.S. AGGREGATE BOND ETF | 34,768 | $3.4m | 4.6% |
| IWO ISHARES RUSSELL 2000 GROWTH ETF | 5,449 | $2.1m | 2.9% |
| PFF ISHARES PREFERRED & INCOME SECURITIES ETF | 66,681 | $2.0m | 2.7% |
| BXSL BLACKSTONE SECD LENDING FD COMMON STOCK | 81,058 | $1.9m | 2.6% |
| MSFT MICROSOFT CORP COM | 4,794 | $1.8m | 2.4% |
| IEI ISHARES 3-7 YEAR TREASURY BOND ETF | 13,098 | $1.5m | 2.1% |
| TLT ISHARES 20 YEAR TREASURY BOND ETF | 16,318 | $1.4m | 1.9% |
| AAPL APPLE INC COM | 4,871 | $1.4m | 1.9% |
| SHY ISHARES 1-3 YEAR TREASURY BOND ETF | 16,053 | $1.3m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2107257")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.